Teams - Make a New Approval Request Tutorial

Make a new approval request with ease thanks to the Approval application on Microsoft Teams. Structure your requests and send them to your manager in just a few clicks. Find out how to make the approval process simpler and more efficient.

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Available in Microsoft365

Objectifs :

This document aims to provide a comprehensive guide on how to use the Approval application in Microsoft to create and manage approval workflows effectively. It will cover the steps to access the application, create approval requests, and manage them efficiently.

Chapitres :

Introduction to the Approval Application
The Approval application in Microsoft is designed to streamline the process of creating workflows for approval requests. This tool simplifies the task of submitting requests to managers, ensuring that the approval process is efficient and organized.
Accessing the Approval Application
To find the Approval application, follow these steps: - Click on 'Apps' in the left menu of your Microsoft interface. - In the search bar, type 'Approval'. - Click on 'Open' if you have already installed it, or follow the prompts to install it if necessary. - If you plan to use the application regularly, consider pinning it to your menu for easy access.
Navigating the Application Interface
Once you are on the application interface, you will have full access to options for making requests and managing approval requests. You can choose to create a request using the DAB Science Software, Docu Science Software, or utilize a template for your needs.
Creating an Approval Request
To create an approval request, follow these steps: 1. Click on 'New Approval Request'. 2. Select 'Basic Request' to start. 3. Provide a clear and explicit description of your request. 4. Enter the names of the individuals who need to approve the request. 5. Set the priority level as necessary. 6. Click on 'Send' to submit your request. Your request will then be available in the 'My Requests' tab for tracking and management.
Conclusion
The Approval application is a powerful tool for managing approval workflows within your organization. By following the steps outlined in this guide, you can efficiently create and manage approval requests, ensuring that all necessary approvals are obtained in a timely manner.

FAQ :

What is the purpose of the Approval application?

The Approval application is designed to streamline the process of submitting and managing approval requests within an organization, making it easier for users to get necessary consents.

How do I find the Approval application?

You can find the Approval application by clicking on 'Apps' in the left menu and typing 'Approval' in the search bar.

What should I do if I plan to use the Approval application regularly?

If you plan to use the Approval application regularly, you can pin it to your menu for easier access.

What information do I need to provide when making an approval request?

When making an approval request, you need to provide a clear description of the request, the names of the individuals who need to approve it, and the priority level of the request.

Can I use templates for approval requests?

Yes, you can use templates for approval requests, which can help standardize the process and save time.

Where can I find my submitted requests?

You can find your submitted requests in the '100 Tab' within the application interface.

Quelques cas d'usages :

Submitting a Purchase Approval Request

In a corporate setting, an employee needs to purchase new software. They can use the Approval application to submit a purchase request, specifying the software details, the reason for the purchase, and the priority level. This ensures that the request is reviewed and approved by the necessary managers before proceeding with the purchase.

Requesting Leave Approval

An employee planning to take a vacation can use the Approval application to submit a leave request. They fill out the necessary details, including dates and reason for leave, and send it to their manager for approval. This process helps maintain clear communication and documentation of leave requests.

Project Budget Approval

A project manager needs to secure funding for a new project. They can create an approval request using the Approval application, detailing the budget, project goals, and expected outcomes. This formal request allows for proper review and allocation of resources.

Standardizing Approval Processes

An organization can implement the Approval application to standardize various approval processes across departments. By using templates and clear workflows, they can ensure consistency and efficiency in handling requests, reducing delays and misunderstandings.

Glossaire :

Approval

A formal agreement or consent to proceed with a request or action, often required in organizational processes.

Workflow

A sequence of processes through which a piece of work passes from initiation to completion, often involving multiple tasks and approvals.

Application

A software program designed to perform specific tasks for users, such as managing requests or approvals.

Interface

The point of interaction between the user and the application, where users can input data and receive feedback.

Template

A pre-designed format or structure that can be used as a starting point for creating documents or requests.

Priority Level

A classification that indicates the urgency or importance of a request, helping to determine the order in which requests should be addressed.

DAB Science Software

A specific software tool used for managing scientific data and processes, mentioned in the context of making requests.

Docu Science Software

Another software tool referenced for managing documentation and requests in a scientific context.

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